OneVest
OneVest provides a comprehensive wealth management technology platform designed modularly to allow financial institutions to modernize their wealth programs. It offers end-to-end solutions, from client onboarding to portfolio management and analytics, enabling tailored hybrid experiences for investors and empowering advisors with greater control and insights. The platform aims to revolutionize wealth management by addressing challenges in an industry slow to adopt new technologies.
Buy Funded Startups lists
Funding Round: Series B
Funding Amount: $20M
Date: 29-Jan-2025
Investors: Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, Pivot Investment Partners
Markets: Fintech, Wealth Management, Financial Services
HQ: Toronto, Ontario, Canada
Founded: 2021
Website: https://www.onevest.com/
LinkedIn: https://www.linkedin.com/company/onevest
Twitter: https://twitter.com/onevest
Crunchbase: https://www.crunchbase.com/organization/onevest
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